MONTGOMERY BELL ACADEMY OF THE UNIVERSITY OF NASHVILLE Charity Report

Public IRS 990 nonprofit record

MONTGOMERY BELL ACADEMY OF THE UNIVERSITY OF NASHVILLE

EIN 62-0513741 · Education (B250)

What they do

MONTGOMERY BELL ACADEMY OFFERS YOUNG MEN AN EXEMPLARY COLLEGE PREPARATORY EXPERIENCE, ASSISTING THEM to BE "GENTLEMEN, SCHOLARS, and ATHLETES and YOUNG MEN of WISDOM and MORAL INTEGRITY WHO WILL MAKE SIGNIFICANT CONTRIBUTIONS to SOCIETY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $80.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders62 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

80.89%of revenue went to mission work80.8% of expenses · Program services

6.37%of revenue went to fundraising6.4% of expenses

$100.15spent for every $100 of revenueSpending was higher than revenue this year.

12.89%of revenue went to management and office costs12.9% of expenses

$7.63in assets for every $1 spent this yearSome assets cannot be spent right away.

20.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $69,617 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $714,291 for WILLIAM DAUGHTREY (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$46,351,974

Mission workProgram services$37,494,88580.89% of revenue80.8% of expenses

ManagementOffice and general costs$5,975,41012.89% of revenue12.9% of expenses

FundraisingAsking for donations$2,951,2966.37% of revenue6.4% of expenses

Total expenses$46,421,591100.15% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 80.8% mission · 12.9% management · 6.4% fundraisingTotal expenses: 100.15% of revenue

2023Expense mix: 80.6% mission · 13.3% management · 6.1% fundraisingTotal expenses: 83.07% of revenue

2022Expense mix: 80.6% mission · 13.5% management · 5.9% fundraisingTotal expenses: 105.05% of revenue

2021Expense mix: 81.8% mission · 11.8% management · 6.4% fundraisingTotal expenses: 107.69% of revenue

2020Expense mix: 88.8% mission · 6.6% management · 4.5% fundraisingTotal expenses: 87.01% of revenue

2019Expense mix: 89.3% mission · 6.2% management · 4.5% fundraisingTotal expenses: 79.14% of revenue

2018Expense mix: 87.8% mission · 7.0% management · 5.2% fundraisingTotal expenses: 92.47% of revenue

2017Expense mix: 86.8% mission · 7.7% management · 5.6% fundraisingTotal expenses: 23.48% of revenue

Money in and money out

Revenue$46,351,974

Expenses$46,421,591

Annual shortfall $69,617 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$37,494,885 · 80.8% of expenses

Management and office costs$5,975,410 · 12.9% of expenses

Fundraising$2,951,296 · 6.4% of expenses

See all reported dollar amounts

Revenue$46,351,974

Expenses$46,421,591

Assets$354,214,574

Income$46,565,912

Contributions$9,663,201

Mission work (program services)$37,494,885

Fundraising$2,951,296

Management and general$5,975,410

Stocks and bonds$123,786,485

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

WILLIAM DAUGHTREYHEAD OF SCHOOL · 50 hrs/week $714,291Base $647,280 · Other $67,011

VICKI A MATTHEWSDIRECTOR OF FINANCE & OPER · 40 hrs/week $285,071Base $247,500 · Other $37,571

TIM S BOYDASSOCIATE HEAD OF SCHOOL · 40 hrs/week $271,195Base $237,320 · Other $33,875

JOSEPH W JOHNSONDIRECTOR OF DEVELOPMENT · 40 hrs/week $266,261Base $229,320 · Other $36,941

GREGORY C FERRELLDIRECTOR OF ADMISSIONS · 40 hrs/week $215,751Base $179,708 · Other $36,043

MICHAEL S ANDERSONDIRECTOR OF ATHLETICS · 40 hrs/week $208,992Base $175,960 · Other $33,032

ROBERT C H SAWYERDEAN OF HIGH SCHOOL · 40 hrs/week $199,894Base $165,360 · Other $34,534

SUSAN COBBDIRECTOR OF JUNIOR SCHOOL · 40 hrs/week $181,921Base $157,248 · Other $24,673

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (62)

WILLIAM DAUGHTREYHEAD OF SCHOOL

VICKI A MATTHEWSDIRECTOR OF FINANCE & OPER

TIM S BOYDASSOCIATE HEAD OF SCHOOL

JOSEPH W JOHNSONDIRECTOR OF DEVELOPMENT

GREGORY C FERRELLDIRECTOR OF ADMISSIONS

MICHAEL S ANDERSONDIRECTOR OF ATHLETICS

ROBERT C H SAWYERDEAN OF HIGH SCHOOL

SUSAN COBBDIRECTOR OF JUNIOR SCHOOL

RASCOE B DEANTRUSTEE

JOHN W EAKIN JRTRUSTEE

R WALTER HALE IIITRUSTEE

PAMELA R KOBANTRUSTEE

P RHOADS ZIMMERMANTRUSTEE

MARTIN S BROWN JRTRUSTEE

MARC K STENGELTRUSTEE

LUCY D HAYNESTRUSTEE

LEE F NOELTRUSTEE

L DEON GAINESTRUSTEE

JOHN T ROCHFORDTRUSTEE

RICHARD FITZGERALDTRUSTEE

ROBERT C BRANNONTRUSTEE

ROCK A MORPHISTRUSTEE

STEVEN S RIVENTRUSTEE

TIM W DOWNEYTRUSTEE

VARINA F BUNTINTRUSTEE

WARD WALTEMATHTRUSTEE

WILLIAM ALEXANDERTRUSTEE

WILLIAM F CARPENTER IIICHAIRMAN

WILLIAM H HAWKINSTRUSTEE

WILLIAM M WILSONTRUSTEE

WILLIAM T DELAYVICE CHAIRMAN

WILLIAM W HASTINGSTRUSTEE

DR CARL C AWHTRUSTEE

ALLEN P MCDANIELTRUSTEE

ANDREA CARLTONTRUSTEE

BEN S GAMBILL JRTRUSTEE

BENJAMIN D S GAMBILL IIITRUSTEE

BENJAMIN T MAYTREASURER

BETH H HARWELLTRUSTEE

BLAIR J WILSONTRUSTEE

BYRON W SMITHTRUSTEE

CARTER PAINETRUSTEE

CHRISTOPHER C WHITSONTRUSTEE

CLAY T JACKSONSECRETARY

DAVID DILLTRUSTEE

DAVID B INGRAMTRUSTEE

DAVID G MCCLELLANTRUSTEE

ADMIRAL J WILSON PRUEHERTRUSTEE

DUDLEY W WARNER IITRUSTEE

EDWARD N GEORGE JRTRUSTEE

G EDWARD POWELL JRTRUSTEE

G THOMAS CURTISTRUSTEE

H LEE BARFIELD IITRUSTEE

J BARRY BANKERTRUSTEE

J BRANSFORD WALLACETRUSTEE

J HANLEY SAYERS JRTRUSTEE

J RYAN TYRRELLTRUSTEE

JAMES L FLAUTTTRUSTEE

JAMES L CHANDLER JRTRUSTEE

JAMES R PICKEL JRTRUSTEE

JEFFREY BUNTIN JRTRUSTEE

JOHN R INGRAMTRUSTEE

About this charity

Recognized since: January 1950
Location: 4001 HARDING PIKE, NASHVILLE, TN 37205-1956
County: Davidson
In care of: % ROBERT YAKUSHI
Primary officer: VICKI MATTHEWS, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(615) 298-5514

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CROSSLIN PLLC
NTEE classification: Education (B250)